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Client Onboarding Associate (sales)

Weʼre looking for our next Client Onboarding Associate. As a Client Onboarding Associate at FundThrough, you will

be pivotal in driving revenue growth and providing an exceptional client experience.

Your primary focus will be to nurture and guide inbound leads through our sales

process, building a strong relationship with the prospects through a consultative sale,

and setting them up for success and long-term growth with FundThrough. Youʼll have

the opportunity to show off your communication and sales skills as you learn more

about your clientsʼ business, and their working capital pain points, and get them set up

with their financing solution. This is an exciting opportunity to join a growing team and

contribute to building and optimizing the sales function as we go through our next

phase of growth!

About the company:

FundThrough is a leading fintech company accelerating cash flow and enabling growth

for small and medium sized businesses that sell to large customers and wait to get paid.

Based in Toronto and operating across North America, FundThroughʼs AI-powered

invoice funding platform gives B2B businesses fast, customized funding offers to get

their invoices paid in a few days – rather than a few months – and get quick access to

cash theyʼve already earned.

  • Passion for our mission of empowering small businesses to thrive
  • 1-2 years experience in sales or business development
  • Prior experience working in finance - fintech, lending, payments, or banking
  • Successful track record of consistently meeting or exceeding sales targets either in an inbound or full-cycle sales role
  • Strong attention to detail when working with sensitive client information, underwriting documentation, and familiar with CRM software (ex. Salesforce, Hubspot or Pipedrive)
  • A desire to help build and grow the next iteration of our sales machine
  • Experience with large deal sizes (>$500k in financing/loans or >250k with SaaS type deals)

Bonus - Early stage start-up experience

Responsibilities

  • Inbound Lead Management: Respond to incoming inquiries from inbound leads, make sure thereʼs a good mutual fit, and help them move through the sales process.
  • Sales Execution: Understand the clientʼs unique needs, addressing their pain points through a consultative sales process to help them understand the value of the FundThrough invoice factoring offering.
  • Cross-functional Collaboration: Work with internal teams such as Ccredit and Rrisk to be your clientʼs champion as you navigate your client through the underwriting process.
  • Account Management: Collaborate with internal teams to onboard new clients successfully and ensure smooth transitions. Maintain regular communication with clients to provide exceptional customer service and address any concerns or issues promptly.
  • Pipeline Management: Track and manage leads and opportunities using SalesForce, update records, and notes, and provide accurate sales forecasts to the management team.

What will set you up for success:

  • Proactiveness: We are a small team with a lean mindset. Weʼre making decisions fast and need to adapt quickly to new information. You thrive with independence and a “get things done” attitude”.
  • Results Focused: We constantly review information, metrics, and KPIs. You should be excited by achieving these... and if we aren't measuring something yet, you are telling us what to and how to hit them.
  • Excellent Communication: We are energized by the challenge of grabbing someoneʼs attention, relating to them, and driving professional value in every interaction. You will contribute to this energy.
  • Team Engagement: We like to win as a team. Consistently share your experience and learnings with the rest of the team to help drive improvement and growth.

  • Opportunity to leave your mark on a growing startup
  • An incredibly diverse team of brilliant minds from all over the world
  • Competitive compensation, including stock options
  • Health benefits
  • Family-friendly policies
  • Flexible work-from-home policy
  • A fully stocked kitchen, birthday treats, and a lunch of your choice every week (one of our values is Fun & Food!)


We understand that Covid has shifted the way we work. Our Downtown Toronto office is open and we encourage FundThrough’ers based within the GTA to use it. For this role ideally, the candidate will be open to hybrid (1-2 days/week in office), though don't let that stop you from applying if you aren't located within commuting distance.

Please note that due to the sensitive nature of the work we do, clearing a criminal record check is a condition of employment.

FundThrough encourages applications from candidates with differing abilities. Please let us know if you require accommodation at any stage in the selection process.

FundThrough Glassdoor Company Review
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CEO of FundThrough
FundThrough CEO photo
Steven Uster
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Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Onboarding Associate (sales), FundThrough

Join FundThrough as a Client Onboarding Associate, where you'll play a crucial role in our mission to empower small and medium-sized businesses! In this position, you’ll be the friendly face guiding inbound leads through our sales process, making meaningful connections with prospects and helping them navigate their working capital challenges. You’ll utilize your sales skills to educate clients about our AI-powered invoice funding solutions, ensuring they feel supported and informed every step of the way. As a member of a dynamic team, you’ll also collaborate across various departments to onboard clients successfully, address any concerns, and provide top-notch customer service. If you have a passion for sales, a desire to positively impact small businesses, and a knack for thriving in a fast-paced environment, we'd love to hear from you. Working at FundThrough means being part of a vibrant culture where fun and food come together, along with competitive compensation, benefits, and opportunities for growth. Embrace your potential and help us enhance our sales function as we embark on an exciting growth journey. Whether you're located near our Downtown Toronto office or prefer a hybrid work model, your success and satisfaction are at the heart of what we do!

Frequently Asked Questions (FAQs) for Client Onboarding Associate (sales) Role at FundThrough
What are the responsibilities of a Client Onboarding Associate at FundThrough?

As a Client Onboarding Associate at FundThrough, you will manage inbound leads, understand client needs through a consultative sales process, and coordinate with internal teams to ensure a smooth onboarding experience. Your responsibilities also include tracking leads in Salesforce and maintaining ongoing communication with clients to address any concerns.

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What qualifications do I need to apply for the Client Onboarding Associate position at FundThrough?

To excel as a Client Onboarding Associate at FundThrough, you should have 1-2 years of sales or business development experience, ideally in finance, fintech, lending, payments, or banking. Strong attention to detail and experience with CRM software are essential, while experience with large deals is a bonus.

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How does FundThrough support its Client Onboarding Associates for growth?

FundThrough fosters an environment of growth for its Client Onboarding Associates by encouraging a proactive mindset and providing training on the invoice funding process. The company promotes a collaborative culture, where team members share experiences to drive improvement, ensuring you have the tools you need to succeed.

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What is the work environment like for a Client Onboarding Associate at FundThrough?

The work environment for a Client Onboarding Associate at FundThrough is vibrant and flexible. With a focus on a hybrid model, you'll enjoy a balance of remote work and in-office collaboration. FundThrough emphasizes team engagement, fun, and a fully stocked kitchen to enhance job satisfaction.

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What are the key skills needed to be successful as a Client Onboarding Associate at FundThrough?

Successful Client Onboarding Associates at FundThrough embody excellent communication skills, a results-focused attitude, proficiency in managing client relationships, and a collaborative spirit. Being detail-oriented and able to adapt quickly are also crucial traits for success in this role.

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Common Interview Questions for Client Onboarding Associate (sales)
What motivates you to work in a sales role like the Client Onboarding Associate at FundThrough?

When answering, express your passion for helping businesses thrive and your interest in building strong client relationships. Highlight specific experiences that have driven your motivation in sales, and connect it back to FundThrough's mission.

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Can you describe a time you exceeded sales targets in a previous role?

Provide a specific example that illustrates how your strategies and determination helped you exceed targets. Use metrics to quantify your success and emphasize your ability to work with clients to find tailored solutions.

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How do you handle difficult client situations during the onboarding process?

Discuss your approach to conflict resolution, emphasizing the importance of listening to the client's concerns, maintaining professionalism, and keeping communication open. Share an example where you successfully navigated a challenging situation.

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Describe your experience with CRM software relevant to this position.

Talk about which CRM tools you’ve used in the past and how you utilized them for lead management, relationship tracking, and sales forecasting. Emphasize your comfort with technology and how it aids your workflow.

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What strategies do you use to quickly ascertain a client's needs?

Explain your consultative selling approach. Discuss how you ask open-ended questions, actively listen, and create an environment of trust to help you understand the specific needs of clients.

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How do you prioritize your tasks in a fast-paced sales environment?

Share your time management strategies, such as using to-do lists, prioritizing tasks by urgency, and being adaptable to changes. Highlight how you stay organized while maintaining focus on client satisfaction.

Join Rise to see the full answer
What role do collaboration and teamwork play in your sales process?

Discuss your belief in the power of collaboration and how you’ve worked with cross-functional teams in the past. Provide an example of a successful collaborative effort and its outcome.

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Why do you believe you would be a good fit for FundThrough?

Connect your skills, experiences, and values with FundThrough's mission and culture. Mention your enthusiasm for the fintech sector and your desire to contribute to helping small businesses succeed.

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How do you approach setting and achieving KPIs in your work?

Describe your experience with setting measurable goals, regularly reviewing progress, and adjusting your strategies based on results. Discuss the importance of analytics in guiding your sales efforts.

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What do you know about FundThrough and its offerings?

Demonstrate your knowledge of FundThrough’s mission, products, and the value it provides to clients. Mention how its AI-powered invoice factoring can address common challenges faced by small businesses.

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FundThrough’s mission is to empower small and medium-sized businesses by bridging cash flow gaps to provide the means for growth operations such as improving facility, hiring, buying equipment/supplies, and fulfilling new orders. We are committed ...

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Full-time, hybrid
DATE POSTED
December 21, 2024

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